+1,039.1%
UNP vs KKR
+1,697.8%
-658.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.8% |
| 7D | -5.3% | -0.9% | -4.5% | -5.1% |
| 30D | -1.5% | +2.2% | -3.7% | -2.5% |
| 3M | +10.3% | +13.1% | -2.8% | +5.2% |
| 6M | +9.7% | +15.3% | -5.6% | +3.2% |
| YTD | +27.1% | -15.0% | +42.1% | +31.5% |
| 1Y | +32.6% | -21.0% | +53.6% | +39.7% |
| 3Y | +40.0% | +76.7% | -36.7% | +5.0% |
| 5Y | +50.8% | +74.3% | -23.5% | +7.9% |
| 10Y | +278.6% | +753.7% | -475.1% | +42.5% |
| All | +1,039.1% | +1,697.8% | -658.7% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling